Back in 1998, two Stanford graduates, an astrophysicist and a computer engineer, shopped around for an accounting program for their investment club. They found only limited, expensive software. So they developed their own web-delivered application. bivio (from the Latin A bivium , intersection) was born ...
For any who want further reasons for not investing in partnerships, I ask you to talk to clubs that still thought it was fine to purchase shares in KMP and EPB.A They are both being converted from partnerships in a reorganization action taken by their ...
Congratulations to Bivio from all of us here at Double Digit Investment Club. We are a new club, and at first we did not know what to do or how to operate. We made mistakes and had no where to turn to. Finally we said ...
It's true.A Sometimes it's more fun to watch funny cat videos than spend the time to do a quick check each month that your club records are lining up with what your broker shows.A Here are some more reasons not to check things: You use ...
Hello, I am currently looking for a club in Dallas, TX. I just moved here about two years ago and have been investing my whole life. My co-chairs a club in Milwaukee and I am interested in joining one myself. Please let me know! I ...
We have been using FolioInvesting for several years and we are pleased, except when our Treasurer resigned. FolioInvesting tells us the only way we can remove the Treasurer (who is designated "Owner") of the account is to close the account and open a new account. ...
May the turkeys stay out of your portfolio. May the black on your Friday be due to gains in your investments. May you enjoy the gift of friends and family to share special times with. May you continue to feed your curiosity with all the ...
Transferring shares is a gift. If the value is over 14,000 a gift tax return will be required. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: mmoriarty@crocker.com Date:11/24/2014 8:41 AM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: Re: [club_cafe] Transferring ...
Laurie, I never said your info was inaccurate. It was other postings that were incorrect. I work in a tax office that prepares many tax returns. We use the 1099 to determine qualified dividends. That is the information that is given to the IRS and ...
There is some misinformation here about qualified dividends. Most stocks, but not all yield qualified dividends if you hold the stock for at least 30 days within the 60 day period inclusive of the dividend payout date. (I believe it is 30 days, but certainly ...
I am retired so I can not open another Roth and my other assets are already divided where Infant them to be. I contacted TRowe Price and they will not open a custodial account for a foreign nation. Plus for me ton open an account ...
Does anyone have any experience with custodial accounts for minors in a family investment account when the minor is a foreign national and therefore there is no social security number? Sent from Surface Pro